BUSINESS PLAN FOR MONTESSORI PRIVATE SCHOOL IN TORONTO

Milestone Montessori
Business Plan

Table of Contents
Tab 1 Articles of Incorporation, Mission and Vision .................................................... 4
File-Stamped Articles of Incorporation/Registration .......................................................................................4
Mission and Vision Statement..................................................................................................................................4
Tab 2 Operations Proposal and Potential Effects of Milestone Montessori................ 5
Tab 3 Education Programs and Goals ............................................................................ 8
Standards .........................................................................................................................................................................8
Special Education Services ....................................................................................................................................11
Education Programs..................................................................................................................................................11
The Toddler Group (0 to 2 Years old)...........................................................................................................12
Junior Kinder Programs (3-4 Years old) & Senior Kinder Programs (4-5 Years old)................13
Before and After Care with Milestone Montessori...................................................................................13
Registration at Milestone Montessori...........................................................................................................13
Summer Program at Milestone Montessori.................................................................................................13
Curriculum at Milestone Montessori..................................................................................................................13
Admissions Policy at Milestone Montessori....................................................................................................14
Admissions Procedure at Milestone Montessori.............................................................................................14
Getting In to Milestone Montessori.....................................................................................................................14
Tab 4 Student Educational Standards .......................................................................... 16
Standardized Testing ................................................................................................................................................16
Tab 5 Governance ........................................................................................................... 17
Governance..................................................................................................................................................................17
Parental Involvement................................................................................................................................................17
Tab 6 Personnel Qualifications...................................................................................... 19
Personnel Qualifications .........................................................................................................................................19
Teacher requirements.........................................................................................................................................19
Early Childhood Educator Eligibility and Requirements.......................................................................21
Assistant requirements........................................................................................................................................21
Health and Safety.......................................................................................................................................................22
Tab 7 Students’ Disciplinary Conditions...................................................................... 23
Procedures....................................................................................................................................................................23
Reasons for Dismissal.........................................................................................................................................23
Expulsion Conditions..........................................................................................................................................25
Tab 8 Business Plans, Budget, Transportation, Uniforms, Food Services and More
........................................................................................................................................... 27
Business Plans ............................................................................................................................................................27
Description.............................................................................................................................................................27
Demographics........................................................................................................................................................28
Competitors............................................................................................................................................................29
Marketing Strategies...........................................................................................................................................34
Financial Plans and Assumptions..................................................................................................................35
Uniforms.......................................................................................................................................................................38

Transportation Services...........................................................................................................................................38
Food Services..............................................................................................................................................................38
Food Allergies ............................................................................................................................................................39
Appendix A, Articles of Incorporation and Bylaws ..................................................... 43
Appendix B, Director Resumes...................................................................................... 44
Appendix C, Student Handbook – New Student Application and Admissions
Contract ........................................................................................................................... 45
Appendix D, Parent Handbook ..................................................................................... 46
Appendix E, Start Up Requirements ............................................................................ 47
*Not included in Star-up requirement demands for funding purposes..................... 47
Appendix F, Three-Year Operating Budget................................................................. 48
Appendix G, First Year Month-by-Month Cash Flow................................................ 52
Appendix H, Expense Report......................................................................................... 53
Appendix I, Contracts and Lease Agreements............................................................. 54
Appendix I, Child Care Policy and Procedures ........................................................... 55
Appendix J, Floor Plan Designs and Aerial Images .................................................... 56
Appendix K, Loan Calculator with Interest................................................................. 57
Appendix L, Orientation Package ................................................................................. 58

Tab 1 Articles of Incorporation, Mission and Vision
File-Stamped Articles of Incorporation/Registration
Copies of articles of Incorporation, file-stamped by the Province of Ontario and of
the signed Bylaws adopted by the Board of Directors of the Montessori is
provided in Appendix A.
Missionand Vision Statement
MissionStatement:
The new Montessori Private School funded by the Cheung Brothers and
Associates helps students become critical and analytical thinkers, intrinsically
motivated to learn and conditioned to think beyond normal parameters. Critical
thinkers are used in all professional fields of our market for tasks related to
solving problems, clarifying ideas, analyzing and solving conflicts, evaluating
risks, as well as inductive, deductive, ideological, and even empirical thinking.
Motivated students want to learn so that they can engage in problems and manage
to resolute them at the bet turnaround time possible. They engage in the constant
application of knowledge and achieve great results in life.
Vision Statement:
The new Montessori School will maximize students’ inner potentials and
experience the purpose of life with meaning by enhancing their education and
taking responsibility for it. They will cultivate dignity and independence through
our greatly honored approach to learning and education.

Tab 2 Operations Proposal and Potential Effects of Milestone Montessori
Facilities
The administration of the school will be properly licensed and comply with the
code with regard to the Canadian Education Facilities Act, all Municipal,
Provincial and Federal regulations as well as all local laws. The building shall
provide communication capacities to support the nature of this school. The
building will provide adequate heating, ventilation, sanitary conditions, lighting,
water supply and all other possible needs to support the staff and students.
Classrooms will allow a minimum of 64.27 square feet per student enrolled
between the ages of 0 and 5. Ideally, classrooms for students between these ages
will also have access to an outside portion of the total square footage (6106 sq. ft.
total for 95 students maximum). The classrooms are filled with natural light from
the outdoor environment. The facility will accommodate for small kitchens and
sinks for every classroom. The Directors are currently looking into building
options for renovations in order to ensure sustainability of the proposed program.
The Directors intend on building the permanent facility by September 2014.
Details about the Building and Floor Plans are included in Appendix J.
Administration
The Board of Directors will manage administrative services related to Milestone
Montessori School directly. The teachers will be employed through the use of the
Ontario Standard Teachers’ Contracts. School Personnel such as assistants and
teachers will require the appropriate Early Education or Teacher’s certifications
and endorsements set out in the Province of Ontario or anywhere in the Country
of Canada. Teachers will hold highly qualified positions and will work towards a
province-approved curriculum and program of instruction. This will include
alternate channels for education in order to meet the standards of excellence as set
out by our province.
Milestone Montessori will implement the recommendations from the American
Montessori Society’s Essential Elements of Successful Montessori School in the
Public Sector:
First, have an experienced Montessori teacher serve as the curriculum director and
coordinator.
Second, employ a principal or educational leader that has knowledge and
experience in a Montessori school, that is familiar with the curriculum and that
meets the expectations for the Montessori school of ethics.

Third, always maintain commitment to the curriculum and plan of instruction
even if, and when, there may be some changes in administration and staff1.
Civil Liabilities
Milestone Montessori is incorporated as a for-profit education institution for
children between grades pre-junior-kinder to senior kindergarten. The Board of
Directors is listed as having the responsibilities of operating the schools under all
codes and standards. Ontario Board Association policies will serve as the
guidelines for the policy creations until the school’s policies can be developed
appropriately.
Milestone Montessori operates independently of the Toronto, York, Vaughan,
Ajax or Ontario School Board Districts. It is solely responsible for operations
including personnel matters, budget preparations and service contracts. It
maintains a general liability insurance policy and other types of insurance needed
to provide enough coverage for the potential losses described in this section.
Milestone Montessori’s employees, director and officers shall have the same
immunities as all other employees, director, and officers of public school districts.
Copies of insurance binders from a company authorized to do business in Ontario
for liability insurance (per occurrence and aggregate coverage), property
insurance, worker’s compensation insurance, unemployment insurance, and all or
any other insurance coverage required or provided to the commission upon
request. All required insurance slips would be in effect upon commencement of
operations of Milestone Montessori.
Anticipated Impact on the Local School District and Community of Ajax, Ontario
DURHAM Region School District has been experiencing a consistent growth
since 1997. The schools that have opened in the area since then have already an
attendance of at least 665 students enrolled per year. Even with these students not
attending the district public school, the Municipality of Durham has passed a $25
million bond for new school construction and improvement in the area in
accordance to its growth. The addition of Milestone Montessori to the attendance
area will provide another option for residents and will serve the growing need.
There is a new interest in the Montessori approach all throughout the province of
Ontario. In the Durham Region, there are at least 5 other Montessori Schools.
This denotes that there is a growing demand to the schools and there is a market
for it. Fortunately for us, we are entering the market with a recognized name,
. 1 American Montessori Society. Essential elements of successful Montessori
schools in the public sector.
http://www.amshq.org/schoolExtras/publicEssentials.html

integrity behind our work and all the necessary funding we need to launch a
successful business from the beginning. The demand is not just in the Durham
region; all over the GTA there has been an increased demand in Montessori
Schools. Milestone Montessori will provide students capable of learning and
parents capable of affording our tuition prices the best education found in the
entire Province, assured and with the exception of the School District’s
curriculum.

Tab 3 Education Programs and Goals
Standards
Standard 1: A Safe Environment is Always Conducive to Better Learning
Goals:
1. To provide a physical and safe environment for students
2. To provide safety emotionally and intellectually
3. To provide a more than adequate learning environment for students to feel
comfortable taking risks
Objectives:
a. Procedures for physical safety are included in this business plan including
the student handbook, procedures for fire drills; city, provincial and
federal health, access, safety and fire codes; with zero tolerance for
weapons, harassment, discrimination, alcohol, drugs and more.
b. Students use work plans created by the Board of Directors to give them a
sense of control
c. Grades are not used to make comparisons between students or within
student population
d. Advancement of students will only come through application of work and
the least amount of stress or frustration
e. As a positive outlook on life, Milestone Montessori will look at failure in a
positive way with persistence as our number one incentive for growth.
f. Lesson plans will be handed out to all students showing how to respect
each other, privacy, materials, teachers, and how to keep their
environment clean.
Standard 2: Empowering Students Through Classroom Discipline
Goals:
1. Empower students through positive reinforcement
2. Make students feel confident and interested in learning
3. Maintain a high standard of education and personal behavior
4. Teachers will foresee conflicts in the classroom and identify those students
with the most needs, making the effort to address them at all times
Objectives:
a. Use an authentic Montessori Work Book designed inherently to attract the
students’ interest

b. The classroom environment will always be highly ordered to help students
understand through example
c. School expectations for student conduct will be maintained and
procedures taught that unacceptable behavior will have negative
consequences
d. Rewards will be granted to students who are efficient in their academics
e. The administrative team will support teachers through ongoing training
and will enforce the code of conduct
Standard 3: The basic values of honesty, self-discipline, unselfishness, respect
for authority, and the central importance of work are emphasized.
Goals:
1. Develop character and a strong work ethic
2. Have the opportunity to share, respect others, work out differences and show
self-discipline.
Objectives:
a. Build character in each student
b. Train all faculty to talk and behave the same when interacting with students
c. Grace and courtesy should be exemplified
. Standard 4: The skills necessary to communicate effectively are taught.
Goals:
1. Acquire written and verbal communication skills beginning with simple skills
and then moving on towards more complex and abstract levels skills
2. Understand what nuance, climate, audience, timing, and cue are.
Objectives:
a. Work cooperatively among students with peers through peer tutoring and
other multi-aged activities
b. Instruct with an emphasis on writing
c. Have the opportunity to express themselves and including speeches and letters
Standard 5: A basic curriculum necessary to enable students to enter academic or
professional-technical post-secondary educational programs is provided.
Goals:
1. Provide a high-quality approach to learning

Objectives:
a. Every student will go at their own individual pace.
b. Resources will be made available. The selection of resources including
additional books, manipulatives, etc. will be based on teacher   observation,
academic performance, IEP requirements, and parental input.
Standard 6: The skills necessary for the students to enter the workforce are
taught.
Goals:
1. Address the need in the workforce for people who think with creativity, take
leadership in their own hands and organize themselves well
2. Address the rapid market changes and instill the needed attributes in students
Objectives:
a. Utilize classroom design to prepare the classroom environment and principles
b. Give students control over the order of class and amount of time spent on
subjects
c. Created uninterrupted work periods of 90 minutes and 1.5 hours
d. Organize environment for children
e. Help them develop weekly work plans to learn planning and following
through
. Standard 7: The students are introduced to current technology.
Goals:
1. Utilize technology for learning and teaching to be more efficient
Objectives:
a. Have wireless high-speed internet available in all classrooms
b. Laptops to be used by teachers
c. Systems of communication to report of children progress
d. Physical classroom and materials will be connected to digital cameras and
projectors where appropriate
Standard 8: The importance of students acquiring the skills to enable them to be
responsible citizens of their homes, schools, and communities is emphasized.
1. Acquire skills in practical life such as grace, courtesy, arts, music and
healthy living
2. Students are taught to become responsible adults and students

Objectives:
a. Integrate special programs such as arts and music as part of the aesthetic
development
b. Feed students healthy whole food lunches and snacks
c. Practice life skill building throughout the day such as wash dishes, sweep
floor, wipe table, and so on.
Special Education Services
Gifted and Talented Students
At Milestone Montessori we want the learning to be permanent and when we have
students that are above standard, we take pleasure in teaching them the best ways
of using their skills and talents. Milestone Montessori uses eligibility criteria
developed by the Ontario Ministry of Education and the Durham Region Ministry
of Education. There are methods and sources used in this process:
 Formal Assessment Methods: Group, individual testing of achievements,
ability, aptitudes and creativity
 Informal Assessment Methods: Checklists, ratio scales, evaluations,
observations, peer nominations, biographical data, questionnaires and
interviews.
 Students will be required to provide information about teachers,
counselors, peers, parents, communities and so on; in order to evaluate
them further.
The Gifted Student Education program is supervised by a staff member and uses
the Federal Definition of Children with Outstanding Talent to organize our
students:
“Children and youth with outstanding talent perform or show the potential for
performance at remarkably high levels of accomplishment when compared with
others of their age, experience, or environment. These children and youth exhibit
high performance capability in intellectual, creative, and/or artistic areas, possess
an unusual leadership capacity, or excel in specific academic fields. They require
services or activities not ordinarily provided by the schools. Outstanding talents
are present in children and youth from all cultural groups, across all economic
strata, and in all areas of human endeavor.”
Education Programs

The Toddler Group (0 to 2 Years old)
All activities in this program are about connecting the child with the staff on a
personal and emotional level. This is with the purpose of making the child feel at
home and have absolutely no anxiety from being away from his or her parents (or
guardians). This is a critical stage in life so we want to instill practical skills for
survival. These include:
 Wiping the table
 Laying the table
 Getting Dressed
 Doing the dusting
 Wiping out the floor
 And more.
The first three years of life is a continuous learning experience and curve. The
development fluctuates from one experience to the next. The environment in
Milestone Montessori is dedicated to provoking thought in the child and building
on responsibilities. As the child continues to work around his or her environment,
he or she will experience and explore more of it. This way he will realize his or
her fullest potential. The opportunities to work in language, art, music, sensorial
and practical life will be there available to the child at all times. The child will
learn to gain independence, confidence, control motor skills better and with more
precision, focus on activities for longer periods of time and experience life in
different ways learning every step of the way.
The Toddler community consists of 12 children in one classroom minimum. For
each 12, there will be a 1 (one) staff member and a qualified assistant,
maintaining the 1:6 ratio. The environment is all about respect and assisting each
other with dignity and simplicity. Toileting is an important part of the daily
classroom routine. By the time a child is walking, the body has physically
developed the muscles needed to control bodily functions-all they need is
consistent practice. Children in the Toddler program wear cloth underwear to
facilitate easy use of the bathroom. Bathroom routines are developed (scheduled
visits are established-upon arrival, before snack, before and after rest time, before
leaving. etc.) and the children learn to use the toilet and sink. As the child
becomes accustomed to the daily routine they begin to recognize their body's
needs and attend to the toileting process more independently.
The Toddler Program is designed to be a half-day program. However, Milestone
Montessori offers an extended day (11:30am-5pm) for families that require care
in the afternoon. The full-day program consists of lunchtime (children participate
in arranging the lunch area and eat together), rest time, classroom time, more
outdoor time and group activities.
Milestone Montessori is an enriched, peaceful environment. The toddler is trying

to, and needs to, make sense of the world to create order. The environment and
adults protect and nurture the child in this precious formative period of life.
Junior Kinder Programs (3-4 Years old) & Senior Kinder Programs (4-5
Years old)
From experience, Milestone Montessori understands that the first six years of life
are the most important. They are never equaled and are moments of pure
potentiality. As Montessori educators, we know that the child has an innate
motivation to learn at ages 3 to 5 more so than at any other time, but it is up to
parents and guides to provide the right environment in these crucial years to help
children reach their highest potential. In that sense, choosing a preschool has
become nearly as important as choosing a university. Milestone Montessori’s
groundbreaking research on "sensitive periods" in children's development, taught
us that when children are intensely interested in a certain type of learning they
master it with much greater ease and speed than would be possible at another
time. This is a key principle of Montessori education. Montessori's research
showed that young children learn best by using their hands, not by looking or
listening, so the Montessori materials were developed with that principle in mind.
And, we never disappoint! Please note that all Home Program Students must have
learned how to use the toilet prior to enrolling.
Before and After Care with Milestone Montessori
We are pleased to offer an on-site Before and After Care Program to assist
families who require extended care for their children because of work or other
type of responsibilities. We offer care from 7:00 am to 8:30 am and 3:30 pm to
6:00 pm in a home-style environment that follows Montessori philosophy. The fee
is to be determined per hour. Care before 7 a.m. and after 6 p.m. is available
with a small fee.
Registration at Milestone Montessori
Registration forms are included in the Acceptance package. For mid-year
enrollment, please contact the school office.
Summer Program at Milestone Montessori
When interest permits, we anticipate starting a summer program to accommodate
MM families.
Curriculum at Milestone Montessori

Our teachers offer curriculum that presents the Ontario Program of Studies in a
very meaningful, contextualized way, using the Montessori lessons as the
framework. These lessons present all learning from the "big picture", global
perspective first, then proceed to examine the "parts", always returning to the
view of the "whole". The spiral offers an effective metaphorical image of the
Montessori approach to learning: concepts are presented from whole to part to
whole.
Click here for a copy of the Ontario Curriculum or visit the Durham District
School Board website for more information.
Admissions Policy at Milestone Montessori
Milestone Montessori Education Centre admits students of any nationality, race,
color, and ethnicity to all rights, privileges, programs, and activities generally
accorded or made available to students at the school. Admissions are based upon
the space available and an evaluation of the suitability of Milestone Montessori
Education Centre for each student.
Admissions Procedure at Milestone Montessori
Reserve Your Place: Reserve a place by calling 000-000-00000 or sending a
message to milestone@montessori.com.
Application Process: Complete and mail (or email) in an Application Form with
the $150.00 non-refundable fee (Paid by Cheque, PayPal, Credit Card or more –
Please let one of our representatives know your preferred method of payment and
they will accommodate you promptly). A letter will be sent to acknowledge the
receipt of your application
Application Form 2014/15 in PDF Format.  
Come in for an Interview:  Upon review of the application, a member of our
Admissions Team may arrange a family meeting. The meeting will last about 45
minutes and is intended to explore how the Montessori philosophy and our school
fit with your family's needs and desires.
Getting In to Milestone Montessori
There are limited spaces available for students. Each application is reviewed by
the Admissions Committee, which includes the program Directors. Acceptance of
a child is based on several factors, one of which is a successful match of the
family's and the school's educational goals for the child.
Children with prior Montessori experience are given priority, as are siblings and

other family members. New applicants are admitted to the remaining spaces,
while attempting to maintain gender and age balance within the classrooms.
Waiting lists are available if no space is matched.
Tuition Fees must be paid at least two weeks prior to the commencement of
school.

Tab 4 Student Educational Standards
Standardized Testing
Milestone Montessori as required by law, complies with all testing requirements
of the City and Province. Milestone Montessori as a way to determine the
progress of all students uses the data generated from these assessments. The
EQAO is the standard testing methods for elementary school but for Kindergarten
grades there isn’t a standard testing done until the children reach the first grade.

Tab 5 Governance
Governance
Students: At the top of our pyramid are our students. Our students represent the
most important and primordial responsibility in our facility. We plan our mission
and activities around them and what they need to develop with the best and
highest standards of education. We also make sure that all of those that work with
us and under our umbrella are the best citizens in their communities, have never
violated any laws and are the top educators in the region.
Teachers: As a second priority, our teachers represent our school and are trained
in the most advanced ways to do so. Highly educated, respectful and ethical, our
teachers represent the most humane of all educators because they are taught
according to the Montessori standards, the highest so far in the education system.
They are served by our school to make sure they are comfortable, happy and at
ease with all matters regarding the school. Our teachers are certified educators
through the Ministry of Education of Ontario. To be a part of our education team,
all of our teachers must go through Teacher’s College in Ontario, or anywhere in
Canada, prior to starting their contract with Milestone Montessori. They are all
university and college trained professionals that assist Milestone Montessori in
further developing your child’s strengths to reach their most potential in life.
Assistant Teachers: Last, but not least, our assistant teachers make it all possible.
For students to assist our facilities, we must have assistants for our educators. For
educators to be able to teach, we need them to have assistants that are as
determined, supportive and caring as they are. Our assistants are qualified Early
Childhood Educators. They are college-trained professionals that assist Milestone
Montessori in the development of your child through care, support and education.
The Board of Directors consists of several individuals including a Certified
Teacher in the Province of Ontario and an Authorized Montessori Personnel:
Directors:
Principal:
Vice-Principal:
Teacher’s College Graduate Authorized Representative:
Montessori Authorized Representative:
Parental Involvement
During several points of the school year, parents will be asked to volunteer for
several outings and trips in order to further aid children in being social, analytical
and critical thinkers with the support of their loved ones. Some of these activities
where parents may need to become involved include:

of Directors
/Parent Teacher
Advisory Board
informational sessions
outings and field trips
community service
projects

Tab 6 Personnel Qualifications
Personnel Qualifications
There are several types of personnel working at MM. For one, we have our
Principal and Vice-Principal, and then we have the Supervisors, teachers, and
early childhood educators and, last but not least, our assistants. They all play a
vital role in our school and without them, MM would not be able to move
forward, progress and succeed at bringing the best education system to AJAX.
teachers with prior Montessori credentials
for future Montessori teacher education for non-Montessori-
credentialed   teachers
professional Montessori in-service by experienced credentialed
Montessori   educators.
 In accordance with the Canadian Council of Montessori
Administrators, all employees are evaluated by the principal and must
obtain accreditation prior to beginning work with MM. Additionally,
all teachers must have met all standards and guides from the Council
of Teacher Education and have their accreditation completed prior to
beginning work with MM.
Teacher requirements
DESCRIPTION:
The job of a Milestone Montessori Teacher was established for the purpose/s of
facilitating student success in academic and interpersonal skills through
implementing district approved curriculum; documenting teaching and student
progress/activities/outcomes; addressing specific educational needs of students'
providing a safe and optimal learning environment; and providing feedback to
students, parents and administration regarding student progress, expectations,
goals, etc.
This job reports to the Teacher.
JOB QUALIFICATIONS:
- Bachelor’s Degree in Education or related field;
- Valid Ontario Department of Education license or ability to obtain one with an
endorsement in Elementary Education as a School Teacher.

ESSENTIAL FUNCTIONS:
• Adapts classroom work for the purpose of providing students with
instructional materials that address individualized learning plans within
established lesson plans.
• Administers developmental testing programs, subject specific assessments,
etc. for the purpose of assessing student competency levels and/or
developing individual learning plans.
• Advises parents and/or legal guardians of student progress for the purpose
of communicating expectations; student's achievements; developing
methods for improvement and/or reinforcing classroom goals in the home
environment.
• Assesses student progress towards objectives, expectations, and/or goals
for the purpose of providing feedback to students, parents and
administration.
• Collaborates with instructional staff, other school personnel, parents and a
variety of community resources for the purpose of improving the overall
quality of student outcomes, achieving established classroom objectives in
support of the school improvement plan. Counsels students for the purpose
of improving performance, health status, problem solving techniques and a
variety of personal issues.
• Demonstrates methods required to perform classroom and/or subject
specific assignments for the purpose of providing an effective program
that addressing individual student requirements.
• Directs assistant teachers, student teachers, instructional assistants,
volunteers and/or student workers for the purpose of providing an
effective classroom program and addressing the needs of individual
students.
• Instructs students for the purpose of improving their success in academic,
interpersonal and daily living skills through a defined course of study.
• Manages student behavior for the purpose of providing a safe and optimal
learning environment.
• Monitors students in a variety of educational environments (e.g.
classroom, playground, field trips, nap times, etc.) for the purpose of
providing a safe and positive learning environment.
• Participates in a variety of meetings for the purpose of conveying and/or

gathering information required to perform functions.
• Prepares a variety of written materials (e.g. grades, attendance, anecdotal
records, etc.) for the purpose of documenting student progress and meeting
mandated requirements. Reports incidents (e.g. fights, suspected child
abuse, suspected substance abuse, etc.) for the purpose of maintaining
personal safety of students, providing a positive learning environment and
adhering to Education Code and school policies.
• Performs other related duties, as assigned, for the purpose of ensuring the
efficient and effective functioning of the work unit.
 May perform other additional duties or tasks as designated by supervisor.
Early Childhood Educator Eligibility and Requirements
DESCRIPTION:
The job of Elementary Assistant to Teacher was established for the purpose/s of
facilitating student success in academic and interpersonal skills through
implementing district approved curriculum; documenting teaching and student
progress/activities/outcomes; addressing specific educational needs of students'
providing a safe and optimal learning environment; and providing feedback to
students, parents and administration regarding student progress, expectations,
goals, etc.
This job reports to the Teacher.
JOB QUALIFICATIONS:
- College Degree in Early Childhood Education or related field;
- Valid Ontario Department of Education license or ability to obtain one with an
endorsement in Elementary Education as an Early Childhood Educator
Assistant requirements
This person must have a valid license, a clear police record and at least two years
of experience working in a daycare or an educational institution in Canada.
*Note: All employees working at Milestone Montessori must have a cleared
police record and no offenses in the Ministry and/or Board of Education anywhere
in Canada or outside of Canada.

Health and Safety
The school building, administrative offices, and other facilities will be in
compliance with all required municipal, provincial and Federal regulations
required for private and public schools.
Parents are expected to demonstrate that their children obtain proper
immunizations upon admissions. Parents who object to having their children
immunized may sign an exemption form. Immunization forms and other pertinent
medical records are kept (confidentially) by the school administration.
Milestone Montessori will conduct criminal history checks for all employees.
Milestone Montessori will utilize the Toronto District School Board Emergency
Operations Plan and/or Crisis Response Plan. Additional policies and procedures
are implemented by the Board, as needed.

Tab 7 Students’ Disciplinary Conditions
Procedures
Disciplinary Actions by administration follow these steps:
1. Student conference with principal and/or teacher
2. Group conference that may involve student, parent, teacher, and
principal
3. Loss of school privileges
4. Suspension / recommendation for expulsion
5. Counseling
i. Written Referral: Violations shall be presented in written form and
should be specific, indicating the breach of the Code of Student
Conduct for which the referral is being issued.
ii. Student Notification: The student will be placed on notice of the
violation by the principal or designee and afforded an opportunity
to explain.
iii. Initial Conference: An initial conference (in person or by
teleconference) shall be conducted by the principal or designee at
each level of discipline.
iv. Parental Notification
Reasons for Dismissal
1. Abusive language or conduct: A student who uses or engages in abusive,
profane, obscene or vulgar language, or conduct, in the presence of another
person, whether in person or electronically (i.e. online), is guilty of
unacceptable conduct.
2. Bullying, physical and/or emotional harassment: A student who engages
in verbal and/or physical behaviors that intimidate others, or who attempts to
obtain something such as money or information from somebody by using
force, threats, or other unacceptable methods is guilt of unacceptable conduct.
3. Disruptive behavior and/or minor infractions: A student who engages in
unacceptable behavior or conduct that is disruptive to the educational process,
but is not considered a serious breach of conduct, or who violates school rules
and policies determined by the principal to be minor in nature, is guilty of

unacceptable conduct.
4. Unauthorized access: A student or parent who enters part of the school
website that has been denied to them by administrators will be in violation of
the school’s Technology Use Policy.
5. False information: A student or parent who knowingly and intentionally
reports or gives false or misleading information, either oral or written, which
may injure another person’s character or reputation or disrupt the orderly
process of the school is guilty of a serious breach of conduct.
6. Interference with the educational process: A student or parent who is
guilty of willful disobedience, open defiance of authority of the principal or
any member of the school staff, violence against persons or property, or any
other act that substantially disrupts the orderly conduct of the school is guilty
of a serious breach of conduct.
7. Vandalism: A student or parent who intentionally destroys damages or
defaces records or property (whether physical or electronic) owned by or in
the possession of the Board or other members of the school staff, is guilty of a
serious breach of conduct.
8. Theft: A student or parent who takes from another person money or other
property (whether physical or electronic) belonging to the other person with
the intent to permanently deprive the victim of such property is guilty of a
serious breach of conduct that may be reported to the proper law enforcement
agency.
9. Robbery: A student or parent who takes money or other property (whether
physical or electronic) belonging to another person from another person by the
use of force, violence, assault, or threatened use of force or violence is guilty
of a serious breach of conduct that may be reported to the proper law
enforcement agency.
10. Sexual Harassment: A student or parent who subjects another person to
unwelcome sexual advances, verbal harassment or abuse, pressure for sexual
activity, repeated remarks with sexual or demeaning implications, unwelcome
or inappropriate touching, or suggestions or demands for sexual involvement
accompanied by implied or explicit threats – either in person or on-line – is
guilty of a serious breach of conduct. This also includes transmission of
sexually inappropriate or explicit material.
11. Indecent exposure or conduct: A student or parent who exposes or
exhibits his or her sexual organs in the presence of others in a lewd or
indecent manner, or who intentionally and willingly engages in behavior that
is considered lewd, indecent or obscene, either in person or on-line, is guilty
of a serious breach of conduct that may be reported to the proper law
enforcement agency.

12. Burglary: A student or parent who enters or remains in a building or
property owned or maintained by the Board with the intent to commit theft,
vandalism, or some other criminal office therein, is guilty of burglary unless
the premises at the time is open to the public or the student is legally
authorized to enter or remain. However, the fact that the premises may be
open to the public or that the student may be authorized to enter or remain will
not excuse any other offense, violation or other breach of conduct committed
by that student while therein. Burglary is a serious breach of conduct that may
be reported to the proper law enforcement agency.
13. Abusive language or conduct directed at a school employee or trustee: A
student or parent who uses or engages in abusive, profane, obscene, or other
vulgar language or conduct directed at a school employee or trustee is guilty
14. Truancy: A student or parent who is truant from school is guilty of a
serious breach of conduct.
Expulsion Conditions
1. Weapons: A student or parent who displays or is in possession of an
object normally considered a weapon (other than a firearm), such as a
knife or club, while attending a school- sponsored activity away from
home is guilty of a serious breach of conduct.
2. Firearms: A firearm is any weapon (including a starter gun, pellet gun, B-
B gun, air rifle, or air pistol) that will, or is designed to, or may readily be
converted to expel a projectile by the action of an explosive or compressed
or forced air. It is the expressed policy of the Board that, with the
exception of law enforcement officers, no person shall have in his or her
possession any firearm of any nature, including a firearm used for
recreational activities, while on a school campus, or other property owned
or maintained by the Board, or property designated for school activities.
3. Battery: A student or parent who intentionally strikes another person
against the will of the other person is guilty of a serious breach of conduct
that may be reported to the proper law enforcement agency.
4. Bomb and explosive: A student or parent who is in possession of a bomb,
explosive device, or substance or materials intended for use in a bomb or
explosive device or substance while at a school-sponsored activity, on
Board property, or a chartered bus (unless the material or device is being
used as part of a legitimate school-related activity or science project
conducted under the supervision of an instructor with the knowledge and

consent of the principal) is guilty of a serious breach of conduct.
5. Arson: A student or parent who willfully, by fire or explosion, damages or
attempts to damage any building, structure, vehicle or other property
owned or maintained by the Board is guilty of a serious breach of conduct
that may be reported to the proper law enforcement agency.
6. Threat: A student or parent who intentionally threatens, by words or act,
to strike or cause bodily harm to another person, has the apparent ability to
carry out such threat, and causes the other person to have a well-founded
fear that he or she is about to be struck or about to suffer such bodily harm
is guilty of a serious breach of conduct that may be reported to the proper
law enforcement agency.
7. Internet Use: Any student or parent who abuses the Acceptable Use
Policy shall be dealt with according to the parameters of the use policy.
8. Truancy: A student or parent who is habitually truant from school is guilty

Tab 8 Business Plans, Budget, Transportation, Uniforms, Food Services and More
Business Plans
Description
Milestone Montessori is more than just a name. It is a team of professionally
trained educators and business experts looking for ways to help society by
molding students into wanting to reach their full potential. There are many smart
people out there but only those that actually want to progress in life will. It is not
an easy task, especially when resources are abundant. In fact, when we have
everything we need, it becomes too difficult to reach our full potential because we
do not spend the time thinking about change. We simply do not want any change
when we have it all. At Milestone Montessori, the goal is to teach that progress
and success is earned much like respect in life. Therefore, we strive along with
our students to better ourselves each and every day. We teach our students virtues
and morals that will take them far in life, we teach patience, empathy, care and
love, charity, respect for others, dignity and we maintain that education is the key
to helping everyone in the world. With education, our students will reach their full
potential and will want to be even more as they graduate from our school.
At Milestone Montessori, the goal is to free the minds of our students. There is no
stress allowed in our facilities. The minds of our students are fresh blank slates
waiting for information to lean on. For these children, what they hear is what they
will learn. Our standards are above the ordinary. Our staff is trained to understand
how words can disturb a child’s mind. We monitor all of our employees to make
sure that at all times there is only positive reinforcement being practiced. We
believe in the psychology of teaching students and not just in the content.
Although we realize that we must meet the standards by the city, we also realize
that learning at this age, comes in many different forms.
Our children will learn the art of play, laugh, sleep; they will enjoy quiet times
and will read until they fall asleep. Our routines are made so that all children learn
something new every single minute or re-establish something learned as they go
along day-to-day. For instance, our toddlers will always take their naps alongside
a book. This is mandatory at Milestone Montessori, they will touch the book,
smell it, play with it, try to read the words and maintain their focus on the book
while listening to the teacher or assistant read them a bedtime story. This is to
allow the growth and development of wanting to read, as they grow older. This
will also be encouraged for the home.
Another great example of how we use psychology to teach our students is positive
reinforcement. We provide rewards and gifts to the students who achieve their
most during a specific week, answer the questions correctly, complete their tasks

and obey the rules of the school. Although we are going to be teaching younger
children, ages 6 months to 6 years of age, we will be controlling the environment
so they follow patterns of rule, obey certain rules set for behavior and listen
without interrupting their teachers. This is all with the intent of developing a sense
of citizenship and responsibility towards the educational institution and educators,
as well as peers, parents and the public in general.
Milestone Montessori offers negative reinforcement to teach students when they
have done something that is opposite to what they are expected to do. As opposed
to several institutions that simply tell the student they have erred (i.e., sat in the
wrong chair, spilled the juice, talked during nap time and so on), Milestone
Montessori believes that instead the child needs to hear what he or she was
supposed to do instead of what they did wrong. MM believes that guidance is the
best way to teach, we do not believe in telling our children they are wrong at any
point of their lives. This is because they will either realize it themselves or will
know the right way of doing it so wont commit the error again. There is no need
to drill students into behaving; there is a need to show them the right way of doing
things. This is called negative reinforcement: using reinforcement strategies of the
reverse behavior to gain the behavior desired.
Milestone Montessori believes in the potential of all its students without doubt.
By the student becoming part of our family, they are welcomed from the first day
and celebrated upon their graduation. They are instilled academic skills, moral
values, social responsibility and empathy for their neighbor. They understand that
to help others, they must help themselves first and educate their minds to free
themselves from poverty, struggle and hardship. Upon graduating with us, all
students envision their future with grace, joy and happiness. They look forward to
going to grade 1 and beyond; they have already designed their lives for success
because that is what they have learned since the beginning of their time with MM.
With the students in mind, we earn all parents’ trust. They will know and see
through our example that all we care about is the education and healthy
development of their children and they will appreciate that.
Demographics
We are blessed to say we are entering potentially the best market in the Province
of Ontario. With economic stability, a keen focus on early childhood education
and the prosperity of living in a stress-free city, Ajax is the most suitable location
for our types of services and for the industry in general. When we look at the
market in surrounding cities, there are too many competitors, certainly more than
5 schools in the city if you look at Toronto and Mississauga. But, when you look
at Ajax, the story changes because this is a different market, a new one, fresh and
ready to start growing.
There are a total of 38,877 households in Ajax. The median household income is
$94,863. Since our tuition is $1200 per month or $14,400 per year (12 months),

there is no doubt that we require most of our clients to have an income of $50,000
and up. With the average being almost double what we require; we are sure to
enter the market with overflowing profits from the beginning of operations. We
enter a range of $50K and $150K or above quite quickly in Ajax. In the range of
$50K to $90K per year, we have approximately 11,000 households. With our
capacity being 95 per school year and with most of our students being repeat
students from the year prior, we are sure that we will able to reach our quota with
11,000 households in the area having more than our require income target.
An important indicator is the amount of people in each household. According to
statistics Canada, there is an average of 4 people in each household. With this
said, there is often a parent group and the child group with an average of 2
children per families. With at least 50% of the households wanting to send their
children to private school, at least a quarter of this can actually afford to send the
children to a private school. Therefore, we are looking at about 3500 families
being potentially interested in sending their kids to our location. With that being
said, we can also conclude that at least 75% of all those approached for
admissions will accept it based on conditions and terms.
Another great profitability indicator for Milestone Montessori is found in the
amount of homes that are owned in Ajax versus those that are rented out.
Because home ownership is an indicator of income sustainability and ability to
afford more commodities than the average medium-wage worker, Milestone
Montessori is happy to say that in the region where we are starting operations,
there are 34,098 homes that are owned versus only 4,779 that are rented.
Construction expansion is currently a wave in the area as well making thousands
of homes per year for the last 10 years. Not only is the area of Ajax pertinent here,
so is the Whitby, Oshawa, and Pickering among the other surrounding cities that
are so intertwined with Ajax. If Ajax, the smallest of all the cities mentioned
above has more home ownership than renters, then we can conclude the same is
true for the surrounding cities. Their connection is almost invisible where people
from Oshawa and Whitby travel back and forth to Ajax on a daily basis without
much hassle2.
Competitors
1. Blaisdale Montessori School – www.blaisdale.com
Address: 365 Kingston Rd.
Pickering, ON.
Telephone No.: 905-509-4547
2 Please click on link for the entire chart of demographics for the city of Ajax in the
Durham Region of the Province of Ontario, Canada.

Strengths at Blaisdale Montessori School are abundant. They have relied on the
Curriculum set by the Canadian Standard for Montessori Instruction and have
done a very good job at maintaining those high standards. The weaknesses may
consist of a few bad apples in the school in terms of assistants not completing
their work and clients complaining about lateness from teachers. Some of the
opportunities that may arise for MM include the ability to learn from their
mistakes and not commit them ourselves. We do not feel that this school is a
threat to our entry into the market, if anything it will work as an ally to get more
business.
2. Great Beginnings Montessori School – www.durhammontessori.com
Address: 505 Adelaide Ave. East
Oshawa, ON.
Strengths at Great Beginnings Montessori School are plentiful; they are filled
with joy and laughter and attend to their students with dedication. Among one of
their weaknesses is their lack of graphic design capabilities expressed through
their website, it is not up to date and it is not according to modern standards.
However, Great Beginnings will serve as an opportunity for MM to enter the
market and have a great start in operating the facility in Ajax as they help to
verify the high standards that the Montessori name carries. As a threat, Great
Beginnings may be a competitor but because we are all working with the same
name, they will not be able to hurt us financially or otherwise. We will make sure
to tackle and overcome all risks and threats posed by this and other Montessori by
simply keeping our standards at their highest and the prices always affordable.
3. Kendalwood Montessori School – www.kendalwoodmontessori.com
Address: 104 Consumers Rd
Whitby, ON.
One of the most important strengths at Kendalwood is that they are the friendliest
people our team has ever met. After visiting their facilities, we noticed their
smiles and could not help it but start smiling ourselves. We appreciated that. We
were welcomed and that shows that they can be a huge threat to us. We must also
imitate them and go a step further by including the community in our festivities.
Thus, becoming friendlier than them and not allowing them to be a threat to us.
With this being said, their weaknesses of being overly friendly can also be our
opportunity as we take on a different perspective of the business and apply their
skills with a bigger budget.
4. Durham Montessori
Address: 505 Adelaide Avenue East
Oshawa, ON.

The strength of this school is their name. By representing the region and district
of education in their name followed by the Montessori tag, they are sure to be
getting a lot of business. This becomes their weakness as well as they become
over-crowded and must expand in order to continue operating (which means more
money to be invested in the school). This is an opportunity for us because we will
not have to expand; we could maintain a 95 capacity and make huge profits,
nevertheless. However, they continue to be a threat as new students continue to
choose them for the name Durham and Montessori. To overcome this, we must
become active in the Durham Region and in some form or another gain the
region’s trust enough to have them sponsor our school. This will be the winning
and even of all competition here.
5. Hatch House Montessori School
Address: 301 Byron Street South
Whitby, ON
The strength of this school is found in their website. It is detailed, informative and
orientated. The weakness, however, is that the website and the concept of the
school itself is very generic. The school sponsors a hatching concept to define
their services but their practices show a lack of attention to detail, at least if I were
to go on their website looking for these type of child care services, I would
definitely opt out of Hatch House simply based on their lack of attention to detail
to their graphics and wording. This, nevertheless, creates an opportunity to MM
as it represents the need to have a great website and great marketing materials to
show clients. The threat can be found if they update their website because of their
years of experience. However, MM can overcome this as it also gains experience
but starts off with a greatly designed, detailed oriented website.
Other Montessori’s Pricing and Competitive Traits differ from one school to
another. While a school in Vaughan may cost $1700 per month, another in
Whitby may only cost $700. The difference is all in location. To understand the
competitive advantage of Milestone Montessori, then one must only look at any
other Montessori and picture it ten times brighter, colourful, and optimistic. Our
people are who will make a difference in the way we render our services to our
community. These are some prices found online, for instance:
 Half-Day Preschool $9,400 per year at Montessori Academy of London at 71
Waterloo Street, London, Ontario, Canada.
 Half-Day Preschool $11,700 at Guelph Montessori 151 Waterloo Avenue in
Guelph, Ontario, Canada.
 Markham Montessori is priced at around $8,000 per year.
 Toronto French Montessori is priced at $11,000 per year.

The following are profiles of all our competitors in Ajax:
1. Montessori Learning Centre of Pickering
401 Kingston Road, Pickering, Ontario, L1V 1A3
School Type:
Montessori, Academic
Grades (Gender):
PS to 8 (Coed)
Tuition:
$5,500 to $10,000 per year
Main Language:
English
Avg. Class Size:
25
Enrolment:
Day: 240
2. Blaisdale Montessori School
415 Toynevale Road, Pickering, Ontario, L1W 2G9
School Type:
Montessori
Grades (Gender):
Nursery/Toddler to 8 (Coed)
Tuition:
$5,978 to $9,260 per year
Main Language:
English
Avg. Class Size:
Varies
Enrolment:
Day: Varies (Gr. Nursery/Toddler-8)
3. Montessori Learning Centre of Pickering
School Type:
Montessori, Academic
Grades (Gender):
PS to 8 (Coed)
Tuition:
$5,500 to $10,000 per year
Main Language:
English
Avg. Class Size:
25
Enrolment:

Day: 240
4. Blaisdale Montessori School - Ajax
20 O'Brien Court, Ajax, Ontario, L1S 7J8
62 Old Kingston Road, Ajax, Ontario, L1T 3A5
School Type:
Montessori
Grades (Gender):
Nursery/Toddler to 8 (Coed)
Tuition:
$5,978 to $9,260 per year
Main Language:
English
Avg. Class Size:
Varies
Enrolment:
Day: Varies (Gr. Nursery/Toddler-8)
According to the market hypothesis, market forces encourage schooling
organizations to strategically outsmart their competition in ways that improve the
quality of teaching and learning. Our strategies to overcome and overtake the
competition are the following:
 Our mission to survive or stay ahead of competition beginning with strategic
planning. We have identified our competitors; spotted out our competitor’s
strengths and weaknesses, and planned our strategy based on the information
gathered. Concentrating all our attacking efforts on our competitor’s weaknesses
while avoiding and defending against the strengths is our main priority.
 We have a niche population since we come from a specific cultural background.
Much like Islamic, Jewish, and Christian Schools, we are prepared to make this
Montessori unique by introducing a more spiritual view to things by offering our
clients meditation sessions for the children where their mind and soul can rest for
interim periods throughout the day. This will be at no extra cost to the client.
 We are unique in that we are smart entrepreneurs, we are not rushing this, we are
taking our time, making sure the numbers are correct, the path is smooth and the
certainty almost 100%
 We are not taking chances on risks. We have strategies for management, teaching,
administration, accounting, and all practices behind this project. We are ready to
overcome them.
 By emphasizing on our quality, striving to fulfill our brand promise and working
on our overall brand image; we can build a strong brand image for our business.
Using commonly known symbols will be part of the strategy behind our logo and
we are prepared to stand behind 100% because we believe in it wholeheartedly.
Most of the popular brands in the world today were smaller brands of yesterday.
If we consistently invest in building a brand for our business, we are sure to stay
ahead of competition.

Marketing Strategies
The business world we are entering is definitely an aggressive one where
only leadership will make a solid difference in the profit margins. Thus, we
have come up with valid and reliable ways in which to tackle our marketing
needs. The Business Plan below notes even more strategies, but as an
introductory section, we are only going to apply what matters the most today:
1. Content will be bigger, better and rich in information regarding the industry
we are entering.
2. Social Marketing will be priority in our lists to-do and will be diverse as
much as the market demands diversity. We won’t limit our forums and will
approach Google+, Tmblr, Pinterest, Instagram, among others.
3. As consumers are hit with an increasing number of advertisements, it’s
becoming more important to make content easily and quickly digestible.
Successful blog posts that receive the most social shares also usually have a
common characteristic: they pepper in some well-placed pictures to break
content up and emphasize certain points. Another example is infographics,
which combine images with a minimal amount of text to explain a topic and
provide statistical information or data from research studies. We will be using
Buzzfeed and Pinterest for this purpose.
4. Less is always more. Perhaps an article by Forbes said it best: “there is a
sense that from the hyper-connectivity of our highly-digitized lives to the
bright, flashy, complicated sensory input we’re fed everyday, there is no way
to continue at this pace. As a result, 2013 is likely to be a year where the most
successful marketing strategies will be ones that are not only simple in
nature, but promote goods and services that serve to simplify the consumer’s
life, or even just their customer experience.”
5. Friendly Content will be a MUST. Due to the widespread (and quickly
growing) use of smartphones and tablets, it’s necessary for companies to
create content that’s accessible to mobile users. According to Forbes, “87%
of connected devices sales by 2017 will be tablets and smartphones.”
Whether it’s creating an alternate mobile version of a website or utilizing
responsive web design, it’s important to provide a positive experience to
users that are browsing via a mobile device. Otherwise, it’s easy to lose
customers to competitors who have adapted to this trend. As the shift from
traditional PCs and laptops to mobile devices continues, businesses that
aren’t onboard are likely to suffer.
6. Re-Targeting ADS to grow in effectiveness. This is a marketing strategy that
has really caught on recently. In a nutshell, it works by utilizing browser
cookies to track the websites that users visit. Once they leave a certain site,

the products or services they viewed will be shown to them again in
advertisements across different websites. It’s fairly obvious as to why this
technique can be so effective. With only two percent of web traffic
converting on the first visit, ad retargeting works to increase the overall
conversion rate by reminding consumers of the product or service they
viewed. This keeps the brand and the product at the top of the consumer’s
mind. There are even psychological studies that have shown that simple
exposure to brand names and logos creates familiarity, which builds trust and
makes consumers more likely to make a purchase. Even if there’s no
immediate purchase, this can really pay off in the long run. Due to the
success that many marketers have had with ad retargeting, there’s a good
chance that it will become more mainstream in 2014.
7. SEO and Social Sings will become more difficult to personalize but also
more intertwined. Although social signals still don’t typically carry the same
weight as traditional inbound links, it’s pretty undeniable that they play a role
in organic search rankings these days. After all, they’re one of the three
pillars of SEO. Since the goal of Google and other search engines is to
provide users with the most relevant and highest quality content possible, it
makes sense why they would factor in the number of social shares that a blog
post, article or product page receives. The more people that are sharing a
piece of content, the higher quality it’s likely to be, and therefore its position
should increase within the search engine results pages. It’s no coincidence
that the top-ranking search results tends to have lots of social shares, while
those ranked lower have fewer. Besides this, social shares can serve as a
stamp of approval (i.e., a trust signal) for visitors landing on a page. If they
see that it has hundreds or thousands of shares, it’s likely that there’s
something of value. That’s a big reason why so many businesses are
installing social share plugins and encouraging consumers to share as much
as possible. While it’s difficult to predict algorithms will evolve in the future,
there’s a reasonable chance that social shares will match or even outweigh
traditional inbound links by the end of 2014.
Financial Plans and Assumptions
Milestone Montessori is requesting a lump sum of $200,000.00 as start-up funds
in order to start operating Milestone Montessori as of September 2014. The lease
has been paid in advance in the total sum of $26,000 covering the first and last
month’s rent. In September, the renovation and construction begins in the facility
located at 279 Kingston Road East in Ajax, Ontario units #20 and #21 with
adjacent postal code: L1Z 0K5. We are looking at spending at least $100,000 in
renovating the entire location (Please see appendices for floor plans). We are also
requesting funds, approximately $50,000 (exact number in start-up list) for
equipment.
The projected income and tuition costs are as follows:

Fees and Tuition
Application Fee
A $250.00 non-refundable Application Fee is due with each application.
Tuition
The following tuition rates apply for the 2014/15 school year. Should a mid-year
application be accepted rates will be prorated accordingly.
CLASSES ASSOCIATED
AGES/GRADES
ANNUAL
TUITION
Toddler
Half-day Program
19 to 36 months
Sept. To May
$5,400.00
Toddler
With Extended Care
19 to 36 months
Sept. To May
$10,800.00
Home
Half-day Program
3 and 4 year olds $5,400.00
Home
with Extended Care
3 and 4 year olds $10,800.00
Home
Full Day
5 and 6 year olds $10,800.00
Toddler
Summer Program Half-
Day
$1,800.00
Toddler Summer
Program Full Day
$3,600.00
Home Summer
Program Half-Day $1,800.00
Home Summer
Program Full-Day $3,600.00
Any child who does not qualify for funding from the Ontario Government
will be required to pay the current equivalent value in addition to posted
tuition rates. This includes:
- Full-day students enrolled after funding deadline of September 30;

- Students with a primary residence outside of Ontario;
And
- First Nations students (who receive Federal funding).
Care Programs
Before and After Care
The following prices as based on a yearly basis:
PROGRAM HOURS RATE
Before School Care 7:00 am - 8:30 am $2,600.00
After School Care 3:30 pm - 6:00 pm $2,600.00
Before and After School Care 7:00 am - 6:00 pm $3,850.00
All rates are per child, ages 5 - 12.
Program Deposit
A $1,000.00 deposit, per child, is due upon acceptance, and retained until the
child completes their full program cycle. Program cycles are Primary Cycle (19
months through full-day Casa) and Elementary Cycle (grades one through six).
Upon program cycle completion the Program Deposit will be returned within 30
days.
Sibling Discounts
For families with more than one child enrolled in school and care programs the
first child is standard rate, and each additional child receives a $200.00 discount
per program.
For families with more than one child enrolled in either Before or the After
School Care, the first child is standard rate, and each additional child receives a
$100.00 discount.
Payment Plans
Upon acceptance, applicable fees can be paid either in one lump sum or monthly.
Sibling discounts can be applied to the first payment, where applicable.
The salaries at our facility will consist of the following numbers:

Principal Mr. --- will be receiving approximately $45,000 on a yearly basis in
exchange for his duties at Milestone Montessori.
Vice-Principal and Co-Supervisor Ms. --- will be earning approximately
$32,000 on a yearly basis in exchange for her required duties at MM.
Assistant supervisors will receive approximately $30,000 per year in exchange
for duties. These personnel are yet to be determined.
There will be a total of Seven(7) teachers working at MM at any given time
frame during the year. They will be paid approximately $24,000 to $27,000 per
year in exchange of full-time duties.
Similarly, for full-time duties, there will be Seven(7) Early Childhood
Educators will be paid an hourly rate adding up to $21,000 to $24,000 per year.
There will be Seven(7) Teacher Assistants will receive an hourly rate of $11 to
$12 per hour for their duties. Approximately, $20,000 per year. These parties are
yet to be hired.
Uniforms
During the school year, uniforms are mandatory for all children for security
reasons. Tops can be any color and bottoms and jumpers must be khaki, gray or
any shade of blue.
Approved uniforms can be purchased online at milestonemontessori.com (school
source code YHKD986734983D). Uniform items can also be purchased from
other stores and embroidered by stitching MM logo. Drop your uniform items off
and ask for the Milestone Montessori School logo. They have same day or next
day service.
Bottoms can be purchased from any store, as long as they meet the approved
school colors. The Milestone Montessori logo must be on all shirts, sweaters and
jumpers. Shirts and sweaters can be any color.
Uniforms must be worn Monday to Friday. The Milestone Montessori t-shirt and
jeans or alternate bottoms can be worn on Fridays.
Transportation Services
Food Services
A sample menu of our regular food menu can be found on this link. A sample
menu of the Vegetarian Lunch Options is available through this link.

Food Allergies
Efforts have been made to ensure the accuracy of this list but we may have missed
something. When in doubt, send us an e-mail milestonemontessori@gmail.com.
Manufacturers may change their formulations without notice, or distributors may
make substitutions to the food order without notice. Manufacturers may produce
items with allergens on the same line as other product. Additionally, there may be
different ingredients that may be from the same food family such as milk, whey,
casein, or soy and soy protein and some children may be allergic to all, none, or a
combination of the different variations of these ingredients. These varying forms
of the ingredients generally have not been researched for this list. Generally, this
list has the foods from our menu in the form as they are listed in each heading and
not in the numerous other possible forms in which these ingredients may occur. It
is suggested that children with life-threatening allergies not participate in the meal
program. Food allergens may be/are stored or processed at our facility. When in
doubt, parents of children with allergies are encouraged to bring food from home
for their child.
The following items have been researched for their allergens. Allergens not
shown below have not been researched but can be done upon request.
PEANUT STATEMENT: Milestone Montessori does not menu
anything with tree nuts or peanuts. We do not process any
peanut/nut products nor do we knowingly use any products that
have manufacturer statements that say their products may contain
nuts. No other known tree nut/peanut products are on our menu –
certain seeds are on this menu).
Sesame seeds are present in all bread products even when not
visible as we use the same equipment for all bread.
If your allergy is to Eggs, do not eat any of the following:
 Corn bread 
 All salad dressings/dips 
 Hamburger stroganoff
(egg noodles) all other
pastas are egg-free
 Meatball sub
 Cheese manicotti
Meatloaf  Lasagna  Slaw
(dressing only)
 Macaroni & cheese
Quiche
 Ravioli
   Fish sticks
   Chicken nuggets 
 All loaf breads: Whole
wheat, French, Cracked
wheat, Multi-grain breads
(a light egg wash only
applied to top)

If your allergy is to Milk, cheese, ormilk powder do not eat any of the
following:
 All salad dressings/dips
   Butter 
 Grated cheese sent as a
condiment
 Pizza 
 Chicken & cheese
quesadilla
 Hamburger stroganoff
Potato cheese soup 
 Cheese manicotti 
 Mashed sweet potatoes
 Lasagna
   Cheese melt 
 Tomato soup
   Macaroni & cheese 
 Quiche  Meatball sub 
 Ravioli  Fish sticks
   Chicken nuggets
   Turkey & gravy
If your allergy is to soy, the following all contain soy in the form of soybean
oil or soy lecithin:
 Corn bread
   Pizza  Cheese melt
   Ravioli  Manicotti 
 Lasagna  Tortillas
   Salad dressings/dips
 Teriyaki chicken Quiche
(crust) Roll 
 Meatball sub 
 Meatloaf 
 Fajitas 
 Turkey & gravy Chicken
patty (trace)
 Fish sticks 
 Chicken nuggets
   Paella (trace soy
protein)
If your allergy is to Sesame seeds, do not eat any of the following:
 All breads – not all bread has sesame seeds but breads are baked in the
same pans containing sesame seed residue.
If your allergy is to tomatoes, do not eat any of the following:
 Ziti with chicken sausage
 Baked beans 
 Chicken fajitas 
 Spanish rice
 Beans & rice
   Cheese manicotti
 Sloppy Joe 
 Meatloaf
   Lasagna 
 Tomato soup 
 Soft taco
   Meatball sub 
 Spaghetti w/ meat sauce
 Turkaroni 
 Pizza
   Chicken chili
Hamburger stroganoff
 BBQ chicken
   Red salad dressings
 Ketchup

Appendix A, Articles of Incorporation and Bylaws
Click on this link to access the document.

Appendix B, Director Resumes
Bernard Chung
Raymond NG

Appendix C, Student Handbook – New Student Application and Admissions
Contract
Student Handbook (Please click on Link to access the document)

Appendix D, Parent Handbook
Parent Handbook (Please click on this Link to access file)

Appendix E, Start Up Requirements
Expense Account Start-Up Requirements
Renovation ** $150,000.00 ONE TIME / 5 YRS.
School Equipment ** $48,905.00 PER YEAR.
Office Equipment ** $22,190 PER YEAR.
Uniforms,
Administrative,
Taxes,
Miscellaneous
** $24,105.00 PER YEAR.
Total $245,200
*Not included in Star-up requirement demands for funding purposes.

Appendix F, Three-Year Operating Budget
Explaining the Cash Flow:
Year 1
1. Cash Sales for all Years Noted consist of the average of $1,200.00 for tuition for
about 47 students for 10 months plus the $250 application, non-refundable fee
for each student (47) per year of $11,750: $688,550 Gross Income. With the
Start-Up Funds included in the First year of Operations Revenue.
2. For expenses, we are looking at Rent at $13,000 per month totaling: $156,000 per
year, Supervisor at $32,400/yr, Supervisor Assistant $30,000 per year, a Teacher
per year at $24,000 (we will need 6 teachers in total equaling $144,000 per year
for all), Teacher Assistants (3) at $5,760 per month totaling: $69,120 per year. We
will have to pay the salaries of a Principal at $45,000 per year, a Principal
Assistant at $34,800, and a Care Taker $31,200 per year. This totals $515,520 per
year.
3. We are also including the following monthly expenses: Hydro $300, Water $300,
Gas $300, Cable/Internet/Phone $150, Maintenance $400, Teacher Supplies $300,
Insurance $600, Snacks $600, Garbage $300, Miscellaneous $1200, field trip
budget $600, Marketing $300: $815,733.72 in expenses per year.
For the first year of operations, Milestone Montessori is looking at $122,816.28
pre-tax income. Milestone Montessori is then looking at $36,344 owed in taxes
(with $23,669 owed to the Federal Government and $12,676 at the provincial
level). Thus, the after-tax income is $86,472.
Year 2
1. We are increasing the admission number to 75 students: $900,000 net income
+ 250 Application fee per student: $918,750 total net.
2. The cash flow for the second year does not include the start-up loan funding.
It does include the retained earnings from Y1.
3. The total made net is $225,832.56. The company will owe about $85,024 in
taxes: $53,139 in federal tax and $31,884 in provincial tax. The after-tax
income is $140,808, average tax rate is 37.6%, and marginal tax rate is 49.5%.
Year 3
1. Same student rates and numbers with the retained earnings added to the overall
revenue. $918,750 net revenue (+). The company will owe about $95,917 in
taxes: $59,517 in federal tax and $36,400 in provincial tax. The after-tax income
is $151,908, average tax rate is 38.7%, and marginal tax rate is 49.5%. At the end
of the third year, then the company will be in surplus of $151,908 with an average
income established of $918,750 per year and $815,733.72 in expenses.

____________________
Projected Income Statement
For each of the years ending the 1st day of January: (Canadian Dollars)
2015 2016 2017
Revenues:
Gross Sales: $938,550 $1,041,566.28 $1,063,558.56
Cost of Goods Sold: $815,733.72 $815,733.72 $815,733.72
Gross Profit: $122,816.28 $225,832.56 $247,825
Expenses:
Hydro $3,600 $3,600 $3,600
Water $3,600 $3,600 $3,600
Gas $3,600 $3,600 $3,600
Cable/Internet/Phone $150 $1,800 $1,800 $1,800
Maintenance $4,800 $4,800 $4,800
Teacher Supplies $3,600 $3,600 $3,600
Insurance $7,200 $7,200 $7,200
Snacks $7,200 $7,200 $7,200
Garbage $3,600 $3,600 $3,600
Miscellaneous $144,000 $144,000 $144,000
Field Trips Budget $7,200 $7,200 $7,200
Marketing $3,600 $3,600 $3,600
Rent $156,000 $156,000 $156,000
Supervisor $32,400 $32,400 $32,400
Supervisor Assistant
Teacher @ $24,000 (6)
$30,000
$144,000
$30,000
$144,000
$30,000
$144,000
Teacher Assistant (3)
Principal and Assistants (1+1)
Care Taker
Bank Loan Re-Payment @5% for 5 Years
$69,120
$109,800
$31,200
$56,613.72
$69,120
$109,800
$31,200
$56,613.72
$69,120
$109,800
$31,200
$56,613.72

Total Expenses:
$815,733.72
$122,816.28
$815,733.72
$225,832.56
$815,733.72
$247,825
Net Income (Before Taxes)
____________________
Projected Cash Flow Statement (Indirect)
2015 2016 2017
Cash Flows from Operations:
Net Income $122,816.28 $225,832.56 $247,825
Net Cash From Operations $122,816.28 $225,832.56 $247.825
Cash Flows From Investing:
Net Change in Cash and Equivalents $122,816.28 $225,832.56 $247,825
Cash and Equivalents, beginning 0 0 0
Cash and Equivalents, ending $122,816.28 $225,832.56 $247,825
____________________
Projected Balance Sheet
2015 2016 2017
ASSETS
Current Assets:
Cash and Equivalents $122,816.28 $225,832.56 $247,825
Total Current Assets: $122,816.28 $225,832.56 $247,825
Fixed Assets:
Buildings 0 0 0
Equipment 0 0 0
Office Furnishings and Fixtures 0 0 0
Computers and Software 0 0 0

Accumulated Depreciation 0 0 0
Total Fixed Assets: 0 0 0
TOTAL ASSETS: $122,816.28 $225,832.56 $247,825
LIABILITIES
Current Liabilities:
Bank Advances 0 0 0
Accounts Payable 0 0 0
Dividends Payable 0 0 0
Income Taxes Payable $36,344.00 $85,024 $95,917
Deferred Income Taxes 0 0 0
Total Current Liabilities: 0 $0 0
OWNERS' EQUITY
Contributed Capital 0 0 0
Additional Capital 0 0 0
Retained Earnings $86,472 $140,808.56 $151,908
Total Owners' Equity: $0 $0 $0
TOTAL LIABILITIES & EQUITY: $86,472 $144,808.56 $151,908

Appendix G, First Year Month-by-Month Cash Flow
Month-to-Month Operating Cash Flow can be found by pressing here.

Appendix H, Expense Report
For the document, please click on the link. Thank you.

Appendix I, Contracts and Lease Agreements
Teacher Contract (Please click on Label for Contract Document)

Appendix I, Child Care Policy and Procedures
Please click on link for Policy and Procedures.

Appendix J, Floor Plan Designs and Aerial Images
Please click on link for Floor Plans.
Please Click on Link for Site Plans.

Appendix K, Loan Calculator with Interest
For a copy of the document, please click on the link.

Appendix L, Orientation Package
Please click on link for the Orientation Package.

BUSINESS PLAN FOR MONTESSORI PRIVATE SCHOOL IN TORONTO

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